Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

A Potential Merger Between Honda and Nissan - Impact on Hyundai Motor and Kia Corp

Top 10 Korean Stock Picks Bi-Weekly (Starting 20 January 2025)

Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024

Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (Jan and Feb 2024)

2022 High Conviction: Hyundai Mobis (A Turnaround Play with Key Catalysts)

Hyundai Motor Group Becomes the Largest Shareholder of KT Corp

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Hyundai Mobis (012330 KS) is a strong turnaround story and it has sharply outperformed KOSPI and other major Hyundai Motor Group stocks in the past three months.</li>
<li>In this insight, we discuss three major reasons why are remain positive on Hyundai Mobis. </li>
<li>The combined value of Hyundai Mobis' 21.9% stake in Hyundai Motor and stakes in other companies is worth 16.7 trillion won, which represents 73% of Hyundai Mobis' current market cap. </li>
</ul>


Hyundai Mobis (012330 KS) is a strong turnaround story and it has sharply outperformed KOSPI and other major Hyundai Motor Group stocks in the past three months.
In this insight, we discuss three major reasons why are remain positive on Hyundai Mobis. 
The combined value of Hyundai Mobis' 21.9% stake in Hyundai Motor and stakes in other companies is worth 16.7 trillion won, which represents 73% of Hyundai Mobis' current market cap. 


ヒュンダイ・モービス：過去3ヶ月間の好業績による業績回復ストーリー